Role at Appleton
As Chief Operating Officer, Bob works alongside the executive committee in the day-to-day management of and planning for the firm. Bob also manages marketing strategy development. In this role, he concentrates on strategic marketing, brand development, firm and product level communication, and providing thought leadership to intersect and connect these areas in the sales and client service process.
Professional Experience
Prior to joining Appleton in 2018, Bob served as Head of Marketing and Distribution Strategy at Loomis, Sayles & Company. Earlier in his career he was Executive Vice President of Strategic Marketing at Natixis Investment Managers, served on the Board of Directors of two affiliated investment advisory firms, and as Director of Marketing at Dreyfus Retirement Services.
Education
MBA, New York University
B.A., Tufts University
Personal Notes
Bob and his family live in Newton, MA and Portsmouth, RI.
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